Senior Financial Planning Specialist
2 days ago
WeLink Advisory is seeking a talented Senior Financial Planning Specialist to join our team.
In this role, you will be responsible for providing expert advice on financial planning, investments, and finance to clients. This includes:
- Creating personalized financial plans that meet client goals and objectives
- Conducting regular reviews and updates to ensure plans remain relevant and effective
- Developing and maintaining strong relationships with clients and colleagues
- Staying up-to-date with industry trends and developments to provide informed guidance
If you are a strategic thinker with exceptional communication skills and a passion for finance, we encourage you to apply.
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Financial Planning Specialist
14 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia WILMAR PLANTATIONS SDN. BHD. Full timeAbout the OpportunityWe are looking for a highly motivated and experienced Financial Planning Specialist to join our team at WILMAR PLANTATIONS SDN. BHD. The successful candidate will have a strong background in accounting, finance, and business acumen, with experience in financial planning and analysis, budgeting, and forecasting.Key ResponsibilitiesDevelop...
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Senior Executive, Financial Planning
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia 7-Eleven Malaysia Full timeThe Senior Executive, Financial Planning and Analysis (FP&A) plays a role in providing financial insights and strategic guidance to support decision-making within the organization. This position involves overseeing budgeting, forecasting, financial modeling, and performance reporting to ensure that the company achieves its financial objectives. This role...
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Financial Planning Advisor
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full timeBenefitsAs a Senior Financial Services Specialist at OCBC Bank, you can expect a comprehensive compensation package, including competitive salary, bonuses, and benefits.You will also have opportunities for professional growth and development, including training programs, mentorship, and career advancement.We provide a supportive work environment that...
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Financial Services Coordinator
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia EBC Financial Group Full timeAt EBC Financial Group, we are dedicated to creating value for our clients and becoming a trusted partner in the global financial market. We are seeking a talented Client Onboarding Specialist to join our team in London.As a Client Onboarding Specialist, you will play a critical role in handling the end-to-end onboarding of new client accounts, providing...
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Senior Financial Relationship Specialist
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Full time**Job Description:**We are seeking a highly skilled and experienced professional to join our team as a Senior Financial Relationship Specialist. As a key member of our Global Banking team, you will be responsible for developing and maintaining strong relationships with our clients in Malaysia.The ideal candidate will have a deep understanding of the...
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Financial Specialist
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia VISTRA Full timeAt VISTRA, we believe that our clients have the power to change the world and to do great things for global progress. We exist to remove the friction that comes from the complexity of global business – to help our clients achieve progress without friction.We have an exciting opportunity for you to join our team as Senior Specialist - Financial Accounting....
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Financial Planning and Strategy Specialist
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Public Mutual Berhad Full timePublic Mutual Berhad is seeking a Financial Planning and Strategy Specialist to join its team. The ideal candidate will have expertise in coordinating sales and marketing activities, conducting product training, and building relationships with clients.This role involves:Developing and implementing sales strategiesProviding product knowledge and training to...
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Senior Financial Consolidation Specialist
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Pos Malaysia Berhad Full timeWe are looking for a Senior Financial Consolidation Specialist to join our team at Pos Malaysia Berhad. As a key member of our finance team, you will play a crucial role in ensuring the accuracy and completeness of financial data for reporting purposes.Key ResponsibilitiesManage and prepare accurate group's consolidated financial reporting for timely...
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Financial Services Professional
1 day ago
Kuala Lumpur, Kuala Lumpur, Malaysia EBC Financial Group Full timeThis role is ideal for a skilled professional looking to contribute to the growth of EBC Financial Group, a global financial services provider. As a Client Onboarding Specialist, you will play a crucial part in helping new clients get started with our services. You will be responsible for managing client information and working closely with internal teams to...
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Financial Planning Expert
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Allianz Malaysia Full timeJob OverviewWe are seeking an experienced Financial Planning Expert to join our team in Allianz Malaysia. In this role, you will be responsible for preparing and managing the financial planning process, including annual planning/budgeting and monthly forecasting.Your key responsibilities will include:Preparing and presenting financial reports and projections...
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Financial Planning Lead
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Allianz Popular SL. Full timeSenior Finance Executive| Finance & Accounting | Professional | Non-Executive | Allianz Malaysia | Full-Time | PermanentAbout the Role:This role involves overseeing the annual planning and budgeting process, managing financial resources, and ensuring business functions operate within allocated resources.Key Responsibilities:Prepare presentation materials for...
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IT Strategy
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Webby Group Full timeThe Seniority level of this position is Mid-Senior, and the Employment type is Full-time. The Job function is Information Technology and Strategy/Planning. As an IT Strategy & Planning Specialist, you will work on cutting-edge AI and cloud projects with top-tier clients.What We OfferCompetitive salary and performance-based commissions.Career growth in a...
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Financial Planning Specialist
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Nirvana Asia Full timeAbout Nirvana AsiaNirvana Asia is a pioneering, independent financial advisory consultancy dedicated to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, our firm stands out with its vibrant energy and innovative approach, setting us apart in the competitive offshore marketplace.Our primary goal is to equip...
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Senior Financial Analyst
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia U Mobile Full time**Company Overview**U Mobile is a dynamic and growing telecommunications company that values innovation, trustworthiness, and teamwork. Our team is passionate about providing exceptional services to our customers.**Job Description**The Senior Executive will be responsible for preparing monthly/quarterly/yearly financial reporting. This includes aligning...
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Senior Financial Consultant
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia My Wishes Integrated Services Full timeWe are seeking a highly skilled Senior Financial Consultant to join our team at My Wishes Integrated Services. As a specialist in Will Writing, Trust Creation, Wealth Protection and Legacy Planning, you will be responsible for analyzing clients' financial statuses, examining and suggesting financial opportunities, and developing sound plans and budgets for...
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Financial Advisor
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia My Wishes Integrated Services Full timeWe are seeking a Financial Advisor - Estate Planning to join our team at My Wishes Integrated Services. As a specialist in Will Writing, Trust Creation, Wealth Protection and Legacy Planning, you will be responsible for analyzing clients' financial statuses, examining and suggesting financial opportunities, and developing sound plans and budgets for...
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Senior Fabric Planning Specialist
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Steelcase Inc. Full timeAt Steelcase, we're seeking a detail-oriented professional to fill the role of Senior Fabric Planning Specialist. As a key member of our team, you'll play a crucial role in shaping our success by analyzing fabric requirements and placing purchase orders with suppliers in North America.Main Responsibilities:Analyze material requirements and place Purchase...
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Financial Services Consultant
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full timeCustomer Financial Planning SpecialistCIMB seeks a talented Customer Financial Planning Specialist to join our team. As a specialist, you will focus on developing and implementing effective financial plans for customers.Conduct thorough analyses of customers' financial situations to identify areas for improvement.Develop and present customized financial...
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Financial Planning and Reporting Manager
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia AIMS Data Centre Full timeKey ResponsibilitiesThe Financial Planning and Reporting Manager will be responsible for preparing compelling financial presentations and reports using PowerPoint for senior management and stakeholders.The successful candidate will interpret market studies and market reports to generate insightful financial analysis.They will also collaborate with sales,...
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Financial Analyst Specialist
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia AIMS Data Centre Full timeJob Description:We are seeking a highly skilled Finance Business Reporting & Operations Specialist to join our team at AIMS Data Centre. As a key member of our finance team, you will play a critical role in providing financial insights and support to drive business decisions.Key Responsibilities:Collect and analyze data from multiple sources to generate...